Financial Professional Access to Client Accounts

TotalCash® Manager, or TCM, gives advisors the ability to view the details of their clients’ accounts via an easy-to-use, web-based tool. Each firm must complete the TCM Access Authorization Agreement once before TCM is able to be accessed by the firm.

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Please print and read the TCM Reference Manual/User Guide  today.

Client account applications must contain the TCM Company ID and the financial professional ID number (or code) exactly as it appears on the TCM Access Authorization Agreement.

New accounts will be linked to the TCM Company ID assigned to the financial professional. The main user or administrator (TCM Admin) can then assign the accounts to other TCM users as appropriate.